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Welcome to the Ocean Park Resource Library, your single destination for collateral, thought leadership, and resources to help you inform and educate your clients with confidence.
Latest Insights From Our Experts
June 18, 2024
In June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting [...]
WATCH NOWIn June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting in relation to the markets.
While the JOLTS report was needed before cutting rates, CPI was essentially “a dream report” and non-farm payroll exceeded expectations, the household survey resulted in skepticism. St. Aubin reveals which hot contributor to inflation was flat, generating favorable stock and bond market reactions. In under 5 minutes, he also reveals rate cuts projected through 2025 and why there’s still room for caution.
2023 Year-End Quarterly Webcast
January 25, 2024
At the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that [...]
WATCH NOWAt the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that included continued disinflation and resilient economic growth. Will that outlook materialize and what could happen to asset prices if it doesn’t? Hear thoughts and analysis our Investment Team leaders and see how our investment products responded in Q4 across fixed income and equity asset classes.
June 2, 2023
In this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm [...]
WATCH NOWIn this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm payroll reports, and more.
May 8, 2023
Recorded on May 5, 2023, CIO James St. Aubin discusses developments in economic policy, April's [...]
WATCH NOWConservative Allocation,Balanced Risk,Diversified Municipal Bond,Global Balanced Series,High Yield Corporate Bond,Moderate Allocation,Municipal Bond,Strategic Income,Tactical Allocation,Tactical Bond | Historic Allocations
Historical Correlation of Stocks and Bonds: Positive, Negative, or Variable?
April 24, 2023
Between 2001 and 2020, a 20-year pattern led to the false impression that stocks and bonds exhibit [...]
VIEW RESOURCECIO Insights
April 14, 2023
Recorded on April 14, 2023, CIO James St. Aubin provides insights on the US Consumer Price Index, [...]
WATCH NOWMarch 27, 2023
Sierra CIO James St. Aubin recaps a rollercoaster Q1 and discusses how the odds of a hard landing [...]
WATCH NOWCIO Insights
March 23, 2023
Chief Investment Officer, James St. Aubin delivers commentary surrounding the Federal Open Market [...]
LOGIN TO VIEWCIO Insights
CIO Insights: February 28, 2023
February 28, 2023
CIO James St. Aubin reflects on recent market activity.
WATCH NOWFebruary 13, 2023
In this Q4 2022 Market Update, Chief Investment Officer James St. Aubin and Chief Investment [...]
Read MoreCIO Insights
CIO Insights: January 10, 2023
January 12, 2023
Sierra CIO James St. Aubin provides an update.
WATCH NOWNovember 21, 2022
Chief Investment Officer, James St. Aubin, and Chief Investment Strategist, Ryan Harder, discuss [...]
Read MoreCIO Insights
October 4, 2022
CIO Insights in 90 Seconds
WATCH NOWIn this debut edition of CIO Insights, CIO James St. Aubin offers a 90-second take on market performance and current portfolio positioning. Hear how we’ve reacted to the markets’ September lows and the Fed’s hawkish decisions, as fixed income classes sold off and money market yields increased.
August 18, 2022
Our latest commentary covers a second half that begins on an optimistic note.
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